what's been holding up: funds that survived the first part of the melt and thrived long-term

David_Snowball

At base, who was above zero for the preceding four weeks (before Monday) and made at least 6% annually for the past three years. The bulk of such funds are either muni bonds or intermediate-term bonds.

Among the winners: Permanent Portfolio (PRPFX) and Midas Perpetual Portfolio (MPERX), both up 10-12% annually. Both offer a mix of precious metals, currencies and minimal stocks. Fidelity Strategic Income (FSICX), which has a barbell portfolio of "high quality" Treasuries and junk bonds, is only the only multi-sector bond fund to make the list. A half dozen global bond funds made the list (Dreyfus/Standish, Managers, Northern, Price) as did a handful of emerging markets bond funds (Fido, Payden, Price, TCW).

It's striking that the only equity funds on the list were the two with substantial precious metals buffers.

catch22

Howdy David,

Although this fund, FAGIX, has a narrow focus; it has served our house well over many years, and is currently part of our portfolio mix. The returns over the years are very satisfactory; as indicated at M*'s performance section.
Thank you for your posted observations.

Regards,
Catch

Ted

What's Been Holding Up? Try these two Vanguard Funds

http://www.marketwatch.com/investing/fund/VUSTX

http://www.marketwatch.com/investing/fund/VWESX

Investor

Reply to @Ted: Ted, just type the tickers and side converts them to appropriate links. If you type explicit links, it interferes with this site feature. VUSTX VWESX

Accipiter

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Investor

Reply to @Accipiter: I actually want the autolink code to be fixed. If I am posting a URL that embeds a fund ticker (lets say I want to link to an article where URL includes the ticker) the URL is destroyed. The code should recognize that the ticker is not standalone and should avoid linkifying the URL.

[Deleted User]

thanks for sharing
Nath